Did you know there are tax-saving opportunities to consider before 5 April?
What are the opportunities to leverage on if you are thinking about retirement?
National Insurance Contributions
How many more qualifying years you have left to contribute?
What Inheritance Tax allowances are available for you to utilise?
DON’T DELAY AND REGISTER NOW
The run up to the tax year end is a good time to consider tax planning to maximise the use of an individual’s allowances, reliefs and exemptions for the current 2020/21 tax year. Some of these will be lost if not used before the tax year end.
In this webinar on 5th March, we will cover the main planning opportunities open to non-UK resident individuals for the 2020/21 tax year, which ends on 5 April 2021. These valuable tax saving allowances and opportunities include areas such as National Insurance contributions, JISAs, UK pensions, and Inheritance Tax.
Date: 5th March (Fri)
Time: 12:30pm to 1:30pm
How much tax do you pay on your investments?
Is your pension planning on track to provide the retirement lifestyle you’d like?
How much of your wealth could you pass to your family free of Inheritance Tax (IHT)?
What planning should be considered pre-budget and pre-year end?
About the speaker
Head of Tax and Technical - Asia
Tony has been in the financial services industry for 23 years. Originally a financial adviser, he then spent 12 years with AXA Wealth in the UK as a Business Development Manager, supporting independent financial advisers in relation to the provision of financial planning for their clients. He transferred to St. James’s Place UK in 2012 and to Hong Kong in 2016.
Tony provides tax and technical support to St. James’s Place Partners and clients focusing on UK taxation, trust and estate planning issues for globally mobile clients.
Please note that the value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.
The events hosted by St. James's Place Wealth Management is general communication provided for informational purpose only. It should not be relied upon as financial advice and it does not constitute a recommendation, an offer or solicitation. No responsibility can be accepted for any loss arising from action taken or refrained from based on this publication. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted.
St. James’s Place (Singapore) Private Limited is regulated by the Monetary Authority of Singapore and is a member of the Investment Management Association of Singapore and Association of Financial Advisers (Singapore). Company Registration No. 200406398R. Capital Markets Services Licence No. CMS100851.
St. James’s Place (Hong Kong) Limited is an insurance broker company licensed with the Insurance Authority (Licence No. FB1075), a licensed corporation with the Securities and Futures Commission (CE No. AAV439) and registered as an MPF Intermediary (Registration No. IC000852).
St. James's Place (Shanghai) Limited is a Wholly Foreign Owned Enterprise (WFOE). WFOE registration No. 91310000566573326L.
The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are the marketing terms used to describe St. James’s Place representatives.